MWA
MFA Wealth Advisors’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $645K | Buy |
8,517
+225
| +3% | +$17K | 0.15% | 59 |
|
|
2025
Q1 | $622K | Buy |
8,292
+3,565
| +75% | +$268K | 0.15% | 54 |
|
|
2024
Q4 | $361K | Buy |
4,727
+370
| +8% | +$28.3K | 0.09% | 62 |
|
|
2024
Q3 | $340K | Buy |
4,357
+36
| +0.8% | +$2.81K | 0.07% | 73 |
|
|
2024
Q2 | $308K | Sell |
4,321
-5,000
| -54% | -$357K | 0.07% | 80 |
|
|
2024
Q1 | $757K | Buy |
9,321
+533
| +6% | +$43.3K | 0.2% | 57 |
|
|
2023
Q4 | $643K | Buy |
8,788
+4,829
| +122% | +$353K | 0.18% | 57 |
|
|
2023
Q3 | $261K | Sell |
3,959
-8,460
| -68% | -$559K | 0.08% | 72 |
|
|
2023
Q2 | $921K | Buy |
12,419
+985
| +9% | +$73.1K | 0.29% | 41 |
|
|
2023
Q1 | $883K | Buy |
11,434
+7,897
| +223% | +$610K | 0.29% | 40 |
|
|
2022
Q4 | $270K | Sell |
3,537
-57
| -2% | -$4.36K | 0.1% | 54 |
|
|
2022
Q3 | $254K | Buy |
+3,594
| New | +$254K | 0.09% | 48 |
|